Restrict Visibility by Profile
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- Posts: 27
- Joined: Wed Sep 26, 2018 1:24 pm
Restrict Visibility by Profile
Is it possible to restrict document visibility by profile without having to create a new document tree?
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- Posts: 1383
- Joined: Wed Jan 15, 2014 3:50 pm
- Location: Raleigh, NC
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Re: Restrict Visibility by Profile
I'm not sure what you mean. Visibility conditions can be added to individual ReadyDocs as well as ReadyDoc Tree folders. You are free to create any logic condition in the Visibility Condition you want. If you need to incorporate the order's ownership profile's full path in the logic, it is available at "Order.OwnershipProfile.Path".
Notice that you need to double the backslashes inside of Python single or double quotes since a backslash has a special meaning: Backslash (escape) sequences.
Code: Select all
# Only show when the Profile begins with Default\Titan Settlement Services\Southeast
path = Order.OwnershipProfile.Path
return path.lstrip().startswith('Default\\Titan Settlement Services\\Southeast’
Bob Richards, Senior Software Developer, SoftPro
Re: Restrict Visibility by Profile
Is there a way to restrict visibility based on the current profile that the user is logged in to (as opposed to the ownership profile of the file)?
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- Posts: 1383
- Joined: Wed Jan 15, 2014 3:50 pm
- Location: Raleigh, NC
- Contact:
Re: Restrict Visibility by Profile
No.
The environment for Visibility conditions loads the following namespaces automatically:
The environment for Visibility conditions loads the following namespaces automatically:
- System.Core
- SoftPro.ClientModel
- SoftPro.Select.Client
- SoftPro.OrderTracking.Client
Bob Richards, Senior Software Developer, SoftPro